https://www.taxably.ai/ https://www.taxably.ai/media/final/first-launch-sign-in-poster.webp Signing in to Taxably Connect on first launch The first screen of Taxably Connect on a new computer: pressing Sign in to Taxably, which continues in the browser to link the computer to the firm's account. Fictional firm and clients. Screens from Taxably Connect 3.3.9. https://www.taxably.ai/media/final/first-launch-sign-in.mp4 9 2026-10-24 yes https://www.taxably.ai/media/final/connect-client-folders-poster.webp Connecting a firm's client folders in Taxably Connect Connecting the firm's client folder in Taxably Connect: choosing the Clients folder, saying each folder inside is a separate client, and the 23 clients it will list. Fictional firm and clients. Screens from Taxably Connect 3.3.9. https://www.taxably.ai/media/final/connect-client-folders.mp4 15 2026-10-24 yes https://www.taxably.ai/media/final/review-to-prep-sheet-poster.webp From an answered question to the finished Taxably prep sheet Answering a filing status question for a fictional client on Taxably Connect's Review screen, the question clearing, then the client's delivered prep sheet opening on its cover and on the Review Needed page that records the answer. Fictional firm and clients. Screens from Taxably Connect 3.3.9. https://www.taxably.ai/media/final/review-to-prep-sheet.mp4 13 2026-10-24 yes https://www.taxably.ai/how-it-works https://www.taxably.ai/media/final/connect-client-folders-poster.webp Connecting a firm's client folders in Taxably Connect Connecting the firm's client folder in Taxably Connect: choosing the Clients folder, saying each folder inside is a separate client, and the 23 clients it will list. Fictional firm and clients. Screens from Taxably Connect 3.3.9. https://www.taxably.ai/media/final/connect-client-folders.mp4 15 2026-10-24 yes https://www.taxably.ai/media/final/build-running-poster.webp Taxably Connect reading and preparing six clients Home in Taxably Connect while six fictional clients are read and prepared: the stages run in turn, five sheets are built and the sixth waits on a question for the preparer. Fictional firm and clients. Screens from Taxably Connect 3.3.9. https://www.taxably.ai/media/final/build-running.mp4 13 2026-10-24 yes https://www.taxably.ai/media/final/review-answer-question-poster.webp Answering a question in Taxably Connect's Review screen A Review card for a fictional client in Taxably Connect: the filing status question answered with Single, and the question clearing. Fictional firm and clients. Screens from Taxably Connect 3.3.9. https://www.taxably.ai/media/final/review-answer-question.mp4 9 2026-10-24 yes https://www.taxably.ai/media/final/prep-sheet-open-poster.webp Opening a finished Taxably prep sheet A fictional client's delivered prep sheet: the cover, the Contents, the first page of the Personal section and the W-2 page behind it. Fictional firm and clients. Screens from Taxably Connect 3.3.9. https://www.taxably.ai/media/final/prep-sheet-open.mp4 15 2026-10-24 yes https://www.taxably.ai/media/final/prep-sheet-trace-poster.webp Tracing a K-1 figure on a Taxably prep sheet to its page Clicking the K-1 row on a fictional client's income reconciliation page and landing on the K-1 page the figure was read from. Fictional firm and clients. Screens from Taxably Connect 3.3.9. https://www.taxably.ai/media/final/prep-sheet-trace.mp4 9 2026-10-24 yes https://www.taxably.ai/prep-sheets https://www.taxably.ai/media/final/prep-sheet-walkthrough-poster.webp A walk through a sample Taxably prep sheet A walk through a sample Taxably prep sheet in a PDF viewer: the cover, every page of the Contents, a Contents row opening its section, a document's own page, Back to Contents, the consolidated brokerage 1099, a figure on the income reconciliation opening its source page, the bookmarks, and the open items in section 15. Sample prep sheet. Fictional household. Every jump is a link in the PDF itself. https://www.taxably.ai/media/final/prep-sheet-walkthrough.mp4 84 2026-10-24 yes https://www.taxably.ai/media/final/prep-sheet-figure-to-page-poster.webp From a figure on a Taxably prep sheet to its source page Clicking a figure in a Taxably prep sheet and landing on the page of the source document it came from. Fictional firm and clients. Screens from Taxably Connect 3.3.9. https://www.taxably.ai/media/final/prep-sheet-figure-to-page.mp4 8 2026-10-24 yes